Clear numbers for companies under pressure.
Perdue Capital Advisors is an independent advisory firm for companies under pressure, and for the investors, fiduciaries, and lenders around them. Turnaround and bankruptcy support, CFO services, fiduciary reporting, strategy, investment-team support, and AI-enabled modernization: institutional-grade work, senior-only delivery, fixed fees.
What the firm does
Turnaround & Restructuring
13-week cash flows, covenant and waiver work, lender reporting, CRO appointments, and Chapter 11 workstreams, built to the standard lenders and credit committees test.
Fiduciary & Court Reporting
Monthly operating reports, DIP budgets, fiduciary accountings, and claims support for court-supervised matters.
Fractional CFO Services
Ongoing finance leadership on retainer: close discipline, reforecasting, board reporting, and lender relations.
Interim Executive Management
CRO and interim CFO/controller seats through transitions and stress: stabilize, lead the team, hand off clean.
Tax & Accounting
CPA-led tax preparation and planning for businesses and owners, with accounting clean-up and lender-driven reporting support.
Strategy Consulting
Commercial due diligence, GTM and market analysis, business plans, and performance improvement for owners, boards, and investors.
Investment Team Support
Underwriting support, investment-committee materials, portfolio monitoring, and restructuring workstreams — a seasoned team member without the seat.
AI, Data & Modernization
Messy data untangled, reporting rebuilt, close automated, and AI-assisted monitoring — the operational turnaround of the finance function.
Something else?
If it's the numbers, the process, or the pressure — ask. Scoped honestly, declined honestly when it isn't ours to do.
The Firm
An independent advisory firm built for companies under pressure.
Founded by a senior operator from private equity and private credit investment teams: the underwriting, restructuring, and monitoring work that investment committees and credit teams rely on. No leverage model, no junior staffing — principal-led, supported by specialist staff. About the firm →
Where we're useful
When the lender asks for a 13-week.
Direct-method TWCF, receipts and disbursements by week, weekly variance cadence.
When covenants get tight.
Covenant calculation model, compliance certificates, headroom and cure planning.
When bankruptcy is on the table.
DIP budgets, cash collateral analytics, monthly operating reports, plan-feasibility modeling.
When the CFO seat is empty.
Fractional or interim coverage: close, reforecast, board pack, team leadership.
When the court needs the schedules.
Monthly operating reports, DIP budget-to-actuals, fiduciary accountings.
When the sponsor needs visibility.
Portfolio monitoring, covenant tracking, and board reporting across positions.
When the fund needs another set of hands.
Underwriting support, IC memoranda, monitoring and valuation workstreams.
When the data is a mess.
Databases untangled, reporting rebuilt, AI-assisted monitoring that runs on a schedule, not on heroics.
When the books must be defensible.
CPA-led tax and accounting work, clean-up, and lender-driven reporting.
How an engagement works
A direct conversation
Thirty minutes on the situation: the liquidity picture, the stakeholders, what's due and when. No pitch deck.
Scope and price, in writing
Within 48 hours: fixed-fee project or monthly retainer, deliverables and timeline named. You know the cost before work begins.
A weekly operating cadence
Work product live in days, not weeks. Weekly reporting and direct access — no hand-offs, no re-explaining.
Principal
Brandon Perdue, CPA
Brandon's career has been spent on private equity and private credit investment teams: underwriting, restructuring, and monitoring positions across multi-billion-dollar portfolios, and building the board reporting, covenant models, and cash flow forecasts that investment committees and credit teams rely on. He is a Certified Public Accountant licensed in New York and Georgia, working via reciprocity across states and national borders, with resources for companies operating in every state.
Brandon Perdue
Founder & Principal · Full bio
Contact
If the situation can't wait, neither will we.
Urgent notes are answered first, same day. New York based, serving companies nationwide — remotely and on-site.
[email protected]